Vonnell Martinez
Professional Summary
Vonnell Martinez is a registered financial advisor currently at VIM WEALTH MANAGEMENT, LLC located in Coral Gables, Florida. Vonnell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Vonnell has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
VIM | VIM WEALTH MANAGEMENT, LLC | VIM WEALTH MANAGEMENT | VIM WEALTH | VIM PRIVATE WEALTH MANAGEMENT | VIM PRIVATE WEALTH | VIM GLOBAL ADVISORS, LLC | VIM GLOBAL ADVISORS | VIM GLOBAL
Contact Information
Main Address
2332 Galiano St. 2nd Floor, Coral Gables, FL 33134Phone Number
(305) 905-8950# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
206AUM (Assets Under Management)
$31,093,041Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(10/1/2025)
(2/9/2021)
(3/30/2026)
(7/24/2024)
(4/14/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Vonnell Martinez's CRS (Customer Relationship Summary).
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SUMMIT FINANCIAL, LLC
